BALCH HILL CAPITAL
BALCH HILL CAPITAL, LLC Legal Name
Adviser information for BALCH HILL CAPITAL last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 1 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1 | $238.9M |
Non-Discretionary | 0 | $0 |
Total | 1 | $238.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 1 | $238.9M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
---|---|
Compensation | % of AUMPerformance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
2778 GREEN STREETSAN FRANCISCO
CA
United States
Monday - Friday, 9 AM TO 4 PM
Tel: 415-474-7055, Fax: 415-276-4562
Chief Compliance Officer
SIMON MICHAEL
MANAGER
PO BOX 7775 ECM#56293
SAN FRANCISCO
CA
United States
Tel:
415-474-7055
Fax:
415-276-4562
S****@************M
(Full email address available in API data)
Regulatory Contact
KATHY WHEADON
PO BOX 7775 ECM #56298
SAN FRANCISCO
CA
United States
Tel:
415-728-2560
K****@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
BALCH HILL PARTNERS, L.P. | Hedge Fund | $238.9M | $1.0M | 25 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MICHAEL, SIMON, JOSEPH | Individual | – | MANAGER, CHIEF COMPLIANCE OFFICER | 09/1998 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed November 16th, 2020 for period ending September 30th, 2020
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
NONE | 0 | 0 | 0 | – |